SBI Securities 13F: Adds $3.4M to The Coca-Cola (KO) Stake
Key Points
- SBI Securities grew its position in The Coca-Cola Company KO by 16.4% during the quarter, ending with 284,080 shares worth about $24.5 million.
- The beverage giant heads into its upcoming earnings report on October 27, 2026, backed by strong trailing twelve month revenue of $50.1 billion and a 28.6% net margin.
- Wall Street analysts have set a mean price target of $95.13 on the stock, reflecting moderate upside from its recent trading price around $93.91.
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SBI Securities boosted its holdings in The Coca-Cola Company KO by 16.4% during the quarter, purchasing an additional 40,010 shares. According to a Form 13F filed with the SEC on October 22, 2026, the firm ended the period with 284,080 shares valued at approximately $24.5 million, up from its previous count of 244,070 shares.
KO
The Coca-Cola Company
What Changed in SBI Securities's The Coca-Cola Company Position
The reported purchase expands the firm's footprint in the beverage maker. The added shares brought the total value of the position to $24,453,606, reflecting the increased commitment during the quarter.
Other Institutional Activity in The Coca-Cola Company
Other institutional investors have also adjusted their positions in the beverage maker recently. James Hambro & Partners grew its holdings by 22,314 shares, ending with 1,328,539 shares worth about $114.4 million. Charles Schwab Trust opened a new position with 4,625 shares valued at about $398,120. Financial Synergies Wealth Advisors also initiated a stake, acquiring 2,681 shares worth roughly $230,819. On the other hand, Kmg Fiduciary Partners trimmed its holdings by 5,536 shares to hold 153,020 shares valued at $13.2 million. Bell Bank reduced its stake by 12,387 shares, leaving it with 16,964 shares worth about $1.5 million.
The Coca-Cola Company Stock Up 0.4%
The stock recently traded around $93.91 as of October 22, 2026, sitting just below its closing price of $94.78 on the filing date. Shares have climbed significantly over the past year, trading well above their 50-day and 200-day moving averages.
Recent Earnings
The beverage company generated $50.1 billion in trailing twelve month revenue alongside an EPS of $3.33. Profitability metrics remain strong, highlighted by a 28.6% net profit margin and a 42.1% return on equity. Investors look ahead to the next earnings release scheduled for October 27, 2026.
Dividend
The company distributes an annual dividend rate of $2.12 per share, translating to a dividend yield of 2.29%. Payouts are supported by a dividend payout ratio of 62.5%.
Insider Buying and Selling at The Coca-Cola Company
Company insiders have executed several share sales over recent months. Chairman of the Board James R. Quincey disposed of 527,087 shares valued at $47.5 million on July 29, 2026. President John Murphy sold 152,483 shares on July 31, 2026, at an average price of $87.31 for a total value of $13.3 million. Divisional Officer Luisa Ortega parted with 55,755 shares worth $4.8 million on August 6, 2026. Additionally, Officer Nancy W Quan unloaded 50,000 shares on August 19, 2026, at an average price of $90.39, totaling $4.5 million.
Analysts Set New Price Targets
Wall Street firms continue to adjust their views on the beverage giant ahead of its upcoming financial report. Argus Research maintained its Buy rating on July 30, 2026, while lifting its price target to $97.00 from $91.00. JP Morgan kept an Overweight rating on September 28, 2026, adjusting its price target to $95.00 from $96.00. Wells Fargo maintained an Overweight rating on October 5, 2026, moving its price target to $90.00 from $95.00. Citigroup kept a Buy rating on October 14, 2026, raising its target to $102.00 from $100.00. Barclays maintained an Overweight rating on October 16, 2026, lifting its target to $98.00 from $93.00. Overall, the stock carries a consensus buy recommendation from 24 analysts, with a mean price target of $95.13.
About The Coca-Cola Company
Headquartered in Atlanta, Georgia, the company manufactures, markets, and sells a wide range of non-alcoholic beverages worldwide. Its portfolio spans sparkling soft drinks, waters, sports drinks, coffees, teas, juices, and dairy beverages, alongside syrups distributed to fountains and convenience stores globally.
Bottom Line
SBI Securities joins other institutional managers in adjusting exposure to the beverage leader. Market participants will monitor upcoming earnings results and ongoing institutional filings for further clues on the stock's trajectory.
Related Filing Alerts
Source: SBI Securities's 13F filing on $KO (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts